Telephone and Data SystemsTDS

13F holders, Q2 2025 (June 30)
311holders +5
36new positions
30sold out
8famous investors
$35.58avg. 13F price*

At the end of Q2 2025, 311 institutions reported holding Telephone and Data Systems (TDS) in their 13F filings, up 5 from Q1 2025. 36 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($548.3M), Vanguard Group Inc. ($408.3M) and Third Point ($239.3M). 8 famous investors held it, including Dan Loeb (3.2% of Third Point's portfolio), Mario Gabelli (0.7% of GAMCO Investors's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

Company
Telephone and Data Systems
CUSIP
879433829
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 255Q1 2024Q2 2024: 256Q2 2024Q3 2024: 276Q3 2024Q4 2024: 301Q4 2024Q1 2025: 306Q1 2025Q2 2025: 311Q2 2025Q3 2025: 321Q3 2025Q4 2025: 343Q4 2025Q1 2026: 356Q1 2026Q2 2026: 351Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions36$74.5M
Exits30$29.1M

All 13F filers, Q1 2025 → Q2 2025: 9,688,915 shares bought and 7,074,070 shares sold, net +2,614,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 311 holders

BlackRock, Inc. 0.01% Add +0.2% 15,409,397 $548.3M
Vanguard Group Inc. 0.01% Add +0.1% 11,476,011 $408.3M
Third Point 3.18% Reduce -0.5% 6,725,000 $239.3M
Dimensional Fund Advisors LP 0.05% Reduce -0.9% 6,297,401 $224.1M
State Street Corp. 0.01% Reduce -1.0% 3,973,390 $141.4M
American Century Companies Inc. 0.07% Add +4.0% 3,607,857 $128.4M
Carronade Capital Management, LP 18.04% Add +239.3% 3,392,500 $120.7M
Goldman Sachs Group Inc. 0.02% Add +0.7% 3,048,504 $108.5M
Geode Capital Management, LLC 0.01% Add +0.5% 2,323,551 $82.7M
Silver Point Capital L.P. 7.09% Reduce -1.1% 2,180,000 $77.6M
Morgan Stanley 0.00% Reduce -2.1% 1,934,288 $68.8M
GAMCO Investors 0.66% Reduce -0.2% 1,872,104 $66.6M
Gabelli Funds LLC 0.48% Reduce -2.8% 1,862,775 $66.3M
140 Summer Partners LP 7.58% Add +200.4% 1,645,339 $58.5M
Foursixthree Capital LP 37.20% Add +13.1% 1,623,799 $57.8M
Ameriprise Financial Inc. 0.01% Add +2.0% 1,335,759 $47.5M
Qube Research & Technologies Ltd 0.06% Add +0.6% 1,190,657 $42.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.9% 1,178,001 $41.9M
Northern Trust Corp. 0.01% Reduce -7.1% 1,053,286 $37.5M
Invesco Ltd. 0.01% Reduce -26.4% 940,091 $33.4M
Point72 Asset Management 0.08% Add +1703.7% 901,852 $32.1M
UBS Group AG 0.01% Reduce -37.5% 897,376 $31.9M
Bank of New York Mellon Corp 0.01% Add +1.1% 885,638 $31.5M
Redwood Capital Management, LLC 6.34% Add +52.6% 870,213 $31.0M
JPMorgan Chase & Co. 0.00% Reduce -25.2% 842,088 $30.0M
FMR LLC 0.00% Reduce -11.9% 758,384 $27.0M
Whitebark Investors LP 12.53% Add +24.4% 729,194 $25.9M
Bank of America Corp. 0.00% Add +7.9% 714,373 $25.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +98.5% 663,274 $23.6M
Bridgeway Capital Management, LLC 0.54% Reduce -16.7% 642,110 $22.8M
Engineers Gate Manager LP 0.28% New 633,249 $22.5M
Private Management Group Inc. 0.69% Reduce -25.0% 599,888 $21.3M
TCW Group Inc. 0.17% Add +4.6% 598,232 $21.3M
Loomis Sayles & Co. L P 0.03% Add +4.0% 578,459 $20.6M
Millennium Management 0.02% Reduce -28.5% 573,630 $20.4M
Hudson Bay Capital Management LP 0.13% Add +24.8% 500,000 $17.8M
Deutsche Bank AG 0.01% Add +516.5% 492,319 $17.5M
Principal Financial Group Inc. 0.01% Add +0.7% 488,987 $17.4M
Toronto Dominion Bank 0.04% Add +29.2% 465,578 $16.6M
Susquehanna International Group, LLP 0.02% Add +44.1% 455,610 $16.2M
Diameter Capital Partners LP 4.59% Reduce -9.6% 440,000 $15.7M
Scoggin Management LP 6.76% Reduce -15.8% 400,000 $14.2M
Governors Lane LP 1.93% Add +59.7% 393,223 $14.0M
Allianz Asset Management GmbH 0.02% Add +9.2% 375,781 $13.4M
CenterBook Partners LP 0.70% Add +443.5% 354,080 $12.6M
Norges Bank 0.00% Reduce -49.6% 339,193 $12.1M
Empowered Funds, LLC 0.14% Reduce -14.0% 336,400 $12.0M
Public Sector Pension Investment Board 0.05% Add +8.7% 336,239 $12.0M
D. E. Shaw & Co. 0.01% Reduce -6.4% 327,688 $11.7M
Empyrean Capital Partners, LP 0.60% No change 325,000 $11.6M
Prudential Financial Inc. 0.01% Reduce -17.1% 322,057 $11.5M
DigitalBridge Group, Inc. 1.10% Reduce -13.3% 305,300 $10.9M
Rhumbline Advisers 0.01% Add +1.7% 299,055 $10.6M
Pinnacle Associates Ltd. 0.15% Reduce -15.6% 296,983 $10.6M
Legal & General Group Plc 0.00% Add +0.7% 286,436 $10.2M
Hennessy Advisors Inc. 0.32% New 268,100 $9.5M
Nuveen, LLC 0.00% Reduce -76.7% 260,720 $9.3M
Mutual of America Capital Management LLC 0.10% Add +35.4% 254,257 $9.0M
Nomura Holdings Inc. 0.07% Add +2.0% 252,329 $9.0M
Vestcor Inc 0.24% Add +125.0% 225,000 $8.0M
Jane Street Group, LLC 0.01% Add +0.6% 220,363 $7.8M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +116.8% 219,000 $7.8M
Congress Asset Management Co. 0.05% Reduce -0.0% 217,123 $7.7M
Barclays PLC 0.00% Reduce -73.8% 207,815 $7.4M
Balyasny Asset Management L.P. 0.02% Reduce -8.5% 203,090 $7.2M
Capitolis Liquid Global Markets LLC 0.05% New 195,000 $6.9M
Swiss National Bank 0.00% Reduce -0.3% 194,500 $6.9M
GABELLI & Co INVESTMENT ADVISERS, INC. 1.05% No change 192,178 $6.8M
Panagora Asset Management Inc. 0.03% Reduce -46.9% 191,483 $6.8M
Squarepoint Ops LLC 0.01% New 188,256 $6.7M
Stonehill Capital Management LLC 3.03% New 188,198 $6.7M
Renaissance Technologies 0.01% Reduce -9.6% 187,463 $6.7M
Krilogy Financial LLC 0.35% Add +9.9% 172,353 $6.1M
Raymond James Financial Inc. 0.00% Add +2.0% 169,609 $6.0M
CastleKnight Management LP 0.38% Reduce -16.3% 156,300 $5.6M
Boothbay Fund Management, LLC 0.17% Add +0.3% 150,654 $5.4M
First Trust Advisors LP 0.00% Add +86.6% 141,985 $5.1M
Intech Investment Management LLC 0.05% Reduce -18.3% 139,384 $5.0M
Algert Global LLC 0.10% Add +2.7% 135,075 $4.8M
Susquehanna Fundamental Investments, LLC 0.12% Reduce -25.8% 126,728 $4.5M
Thrivent Financial for Lutherans 0.01% Reduce -7.9% 118,509 $4.2M
Assenagon Asset Management S.A. 0.01% New 117,412 $4.2M
New York State Teachers Retirement System 0.01% Add +0.1% 117,238 $4.2M
Alliancebernstein L.P. 0.00% Reduce -0.8% 115,275 $4.1M
Quantbot Technologies LP 0.10% New 113,569 $4.0M
LMR Partners LLP 0.09% Reduce -76.0% 106,473 $3.8M
Prelude Capital Management, LLC 0.33% Reduce -10.1% 94,982 $3.4M
Hawk Ridge Capital Management LP 0.14% Reduce -80.8% 94,647 $3.4M
Victory Capital Management Inc. 0.00% Add +4.6% 94,334 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +7.7% 94,312 $3.4M
Citigroup Inc. 0.00% Reduce -35.0% 93,187 $3.3M
California State Teachers Retirement System 0.00% Add +0.1% 92,917 $3.3M
Citadel Advisors 0.00% Add +565.9% 90,242 $3.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -3.9% 84,020 $3.0M
Two Sigma Advisers, LP 0.01% Reduce -11.4% 83,200 $3.0M
Saba Capital Management, L.P. 0.08% New 80,000 $2.8M
NewEdge Advisors, LLC 0.01% Reduce -6.5% 73,548 $2.6M
Franklin Resources Inc. 0.00% Reduce -5.0% 69,662 $2.5M
Wells Fargo & Company 0.00% Add +6.7% 69,528 $2.5M
AQR Capital Management 0.00% Add +1.6% 68,175 $2.4M
Voya Investment Management LLC 0.00% Reduce -0.7% 67,358 $2.4M
Advisors Asset Management, Inc. 0.04% Reduce -71.4% 62,637 $2.2M
State of Alaska, Department of Revenue 0.02% Add +8.7% 58,739 $2.1M
MetLife Investment Management, LLC 0.01% Reduce -0.2% 58,312 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +5.5% 55,674 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -8.4% 53,814 $1.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -46.8% 52,964 $1.9M
Illinois Municipal Retirement Fund 0.03% Add +3.9% 52,882 $1.9M
Canada Pension Plan Investment Board 0.00% Reduce -6.4% 52,700 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.8% 51,952 $1.8M
LPL Financial LLC 0.00% Reduce -25.7% 47,760 $1.7M
Louisiana State Employees Retirement System 0.03% Add +0.4% 46,100 $1.6M
Bank of Montreal 0.00% Add +1.0% 45,795 $1.6M
Diametric Capital, LP 0.86% New 45,448 $1.6M
Janus Henderson Group PLC 0.00% No change 43,214 $1.5M
HSBC Holdings PLC 0.00% Add +37.0% 40,797 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -0.9% 40,570 $1.4M
Natixis Advisors, LLC 0.00% Reduce -4.3% 39,928 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 38,016 $1.4M
Croban 1.12% Reduce -1.4% 36,825 $1.3M
Janney Montgomery Scott LLC 0.00% Add +45.7% 36,708 $1.3M
Comerica Bank 0.01% Add +1.9% 36,545 $1.3M
Truist Financial Corp. 0.00% Reduce -5.7% 36,513 $1.3M
Inspire Investing, LLC 0.14% Add +20.2% 36,456 $1.3M
State of Wisconsin Investment Board 0.00% Reduce -39.2% 35,575 $1.3M
Royal Bank of Canada 0.00% Reduce -18.9% 34,184 $1.2M
Alhambra Investment Management LLC 0.60% No change 34,000 $1.2M
XTX Topco Ltd 0.05% New 33,850 $1.2M
New York State Common Retirement Fund 0.00% No change 32,435 $1.2M
Jefferies Financial Group Inc. 0.02% New 32,208 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +21.5% 30,851 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -7.0% 30,147 $1.1M
Simplex Trading, LLC 0.03% Add +495.7% 29,849 $1.1M
Arizona State Retirement System 0.01% Add +2.9% 29,723 $1.1M
STRS Ohio 0.00% Add +3.1% 29,700 $1.1M
Mariner, LLC 0.00% Reduce -6.0% 29,269 $1.0M
Maryland State Retirement & Pension System 0.02% Add +1.9% 28,986 $1.0M
Ensign Peak Advisors, Inc 0.00% No change 28,950 $1.0M
IMC-Chicago, LLC 0.03% New 28,660 $1.0M
Amalgamated Bank 0.01% Add +1.0% 28,061 $998K
State of Tennessee, Department of Treasury 0.00% Reduce -18.7% 27,462 $977K
Russell Investments Group, Ltd. 0.00% Add +358.3% 27,043 $962K
Vident Advisory, LLC 0.01% Reduce -11.7% 26,559 $945K
CWA Asset Management Group, LLC 0.04% Reduce -5.9% 26,399 $939K
Central Pacific Bank - Trust Division 0.12% No change 26,200 $932K
Amundi 0.00% Reduce -50.7% 25,627 $911K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +8.5% 25,323 $901K
Martingale Asset Management L P 0.02% Reduce -35.4% 25,284 $900K
Summit Global Investments 0.05% Add +15.6% 24,277 $864K
Ionic Capital Management LLC 1.32% No change 24,254 $863K
Walleye Trading LLC 0.02% New 24,113 $858K
First Citizens Bank & Trust Co. 0.01% Add +198.0% 23,116 $822K
Handelsbanken Fonder AB 0.00% No change 23,025 $819K
Oregon Public Employees Retirement Fund 0.01% Add +0.6% 22,422 $798K
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.9% 22,268 $792K
Envestnet Portfolio Solutions, Inc. 0.00% Add +222.3% 22,268 $792K
KLP Kapitalforvaltning As 0.00% Add +7.8% 22,200 $790K
ProShare Advisors LLC 0.00% Reduce -5.5% 21,924 $780K
Teacher Retirement System of Texas 0.00% Reduce -14.3% 21,903 $779K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -10.3% 21,000 $747K
Edgestream Partners, L.P. 0.02% Reduce -87.6% 18,843 $670K
Guggenheim Capital LLC 0.01% Reduce -52.5% 18,651 $664K
Mackenzie Financial Corp. 0.00% Reduce -17.9% 17,741 $631K
Fidelis Capital Partners, LLC 0.06% Add +0.2% 16,589 $626K
Sierra Summit Advisors LLC 0.11% New 17,232 $613K
Creative Planning 0.00% Add +13.6% 17,105 $609K
Elo Mutual Pension Insurance Co 0.01% New 16,978 $604K
Wolverine Trading, LLC 0.01% Reduce -30.1% 17,125 $588K
Cerity Partners LLC 0.00% Reduce -3.2% 16,399 $583K
CSS LLC 0.11% Reduce -15.8% 16,000 $569K
Pictet Asset Management Holding SA 0.00% Reduce -0.8% 15,926 $567K
Summit Securities Group LLC 0.19% New 15,026 $535K
Landscape Capital Management, L.L.C. 0.04% Add +28.4% 14,884 $530K
WINTON GROUP Ltd 0.03% Reduce -21.3% 14,516 $516K
PNC Financial Services Group, Inc. 0.00% Reduce -18.5% 14,441 $514K
Callan Family Office, LLC 0.02% Add +35.2% 14,393 $512K
Dynamic Technology Lab Private Ltd 0.07% New 13,948 $496K
Tower Research Capital LLC (TRC) 0.01% Add +422.6% 13,599 $484K
Horizon Investments, LLC 0.01% New 13,136 $467K
Segall Bryant & Hamill, LLC 0.01% Reduce -54.0% 13,117 $467K
BNP Paribas Financial Markets 0.00% Reduce -72.7% 12,722 $453K
Corient Private Wealth LP 0.00% Reduce -2.9% 12,719 $453K
Covestor Ltd 0.26% Add +22.5% 12,464 $444K
Cibc World Markets Corp. 0.00% Reduce -44.7% 12,098 $430K
OP Asset Management Ltd 0.01% Add +12.0% 11,852 $422K
Tidal Investments LLC 0.00% Add +1.4% 11,733 $417K
Cambria Investment Management, L.P. 0.03% Reduce -2.7% 11,727 $417K
Public Employees Retirement Association of Colorado 0.00% No change 11,714 $417K
Sei Investments Co. 0.00% Reduce -20.5% 11,010 $392K
Quantinno Capital Management LP 0.00% Add +16.6% 10,992 $391K
Two Sigma Securities, LLC 0.05% New 10,916 $388K
Evergreen Capital Management LLC 0.01% Reduce -4.8% 10,686 $380K
World Investment Advisors 0.01% Reduce -6.8% 10,632 $378K
Lazard Asset Management LLC 0.00% Add +0.9% 10,520 $374K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -6.6% 10,054 $358K
Highbridge Capital Management LLC 0.06% No change 10,000 $356K
Ameritas Investment Partners, Inc. 0.01% No change 9,979 $355K
OneDigital Investment Advisors LLC 0.00% Add +2.1% 9,851 $350K
Verition Fund Management LLC 0.00% New 9,667 $344K
CIBC Asset Management Inc 0.00% No change 9,572 $341K
Sona Asset Management (us) LLC 0.03% No change 9,398 $334K
AlphaQuest LLC 0.03% Add +183.8% 9,128 $325K
Susquehanna Portfolio Strategies, LLC 0.01% New 9,065 $323K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -63.3% 8,665 $308K
Integrity Alliance, Llc. 0.02% No change 8,663 $308K
Jump Financial, LLC 0.00% New 8,659 $308K
Net Worth Advisory Group 0.07% New 8,551 $304K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 8,500 $302K
Choreo, LLC 0.00% Reduce -13.3% 8,401 $299K
Neuberger Berman Group LLC 0.00% Add +8.2% 8,048 $286K
O'shaughnessy Asset Management, LLC 0.00% Add +6.9% 8,033 $286K
US Bancorp \de 0.00% Add +1.0% 7,917 $282K
Ballentine Partners, LLC 0.00% Add +3.2% 7,777 $277K
Xponance LLC 0.00% Add +2.7% 7,687 $274K
SG Americas Securities, LLC 0.00% Add +22.1% 7,634 $272K
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.8% 7,497 $267K
Waldron Private Wealth LLC 0.01% No change 7,400 $263K
Catalyst Funds Management Pty Ltd 0.07% New 7,100 $253K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.1% 7,095 $252K
Pallas Capital Advisors LLC 0.01% No change 6,976 $248K
Bayforest Capital Ltd 0.11% Add +412.4% 6,876 $245K
Y-Intercept (Hong Kong) Ltd 0.01% New 6,779 $241K
Shell Asset Management Co. 0.01% Reduce -15.4% 6,625 $236K
Group One Trading LLC 0.01% Reduce -78.8% 6,537 $233K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.2% 6,468 $230K
Bartlett & Co. Wealth Management LLC 0.00% No change 6,354 $226K
Innealta Capital, LLC 0.11% No change 6,121 $218K
Inspire Advisors, LLC 0.02% No change 5,973 $213K
Voleon Capital Management LP 0.01% Reduce -90.1% 5,961 $212K
GAMMA Investing LLC 0.01% Reduce -4.5% 5,960 $212K
Captrust Financial Advisors 0.00% Reduce -1.3% 5,808 $207K
New Age Alpha Advisors, LLC 0.01% Reduce -96.6% 5,368 $191K
Nisa Investment Advisors, LLC 0.00% No change 5,307 $189K
Cwm, LLC 0.00% Reduce -1.2% 5,083 $181K
State of Wyoming 0.02% Add +0.2% 4,802 $171K
Clearstead Advisors, LLC 0.00% No change 4,100 $146K
Meeder Asset Management Inc. 0.01% No change 3,770 $134K
Bfsg, LLC 0.01% Reduce -27.7% 3,437 $122K
Walleye Capital LLC 0.00% New 3,314 $118K
KBC Group NV 0.00% Reduce -34.9% 3,247 $116K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.4% 3,002 $107K
Osaic Holdings, Inc. 0.00% Add +36.8% 2,965 $106K
Parallel Advisors, LLC 0.00% Reduce -10.8% 2,826 $101K
Sterling Capital Management LLC 0.00% Add +57.4% 2,679 $95K
Signaturefd, LLC 0.00% No change 2,554 $91K
Versant Capital Management, Inc 0.01% Reduce -2.0% 2,347 $84K
Farther Finance Advisors, LLC 0.00% Reduce -12.5% 1,904 $68K
Nomura Asset Management Co. Ltd. 0.00% No change 1,830 $65K
Smartleaf Asset Management LLC 0.01% Reduce -47.9% 1,847 $63K
Hoey Investments, Inc. 0.01% No change 1,668 $59K
Aster Capital Management (DIFC) Ltd 0.01% New 1,619 $58K
SBI Securities Co., Ltd. 0.00% Reduce -0.4% 1,479 $53K
Fifth Third Bancorp 0.00% Reduce -14.5% 1,429 $51K
Spire Wealth Management 0.00% Reduce -45.5% 1,356 $48K
EverSource Wealth Advisors, LLC 0.00% Add +191.3% 1,311 $47K
Assetmark, Inc. 0.00% Add +53.1% 1,297 $46K
Independence Bank of Kentucky 0.01% No change 1,200 $43K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 998 $36K
Iron Horse Wealth Management, LLC 0.01% No change 591 $21K
Quarry LP 0.00% Add +531.1% 568 $20K
Caitong International Asset Management Co., Ltd 0.01% New 490 $17K
Bessemer Group Inc. 0.00% Reduce -12.4% 422 $15K
Arax Advisory Partners 0.00% Add +128.7% 375 $13K
Matrix Trust Co 0.00% Add +1.4% 371 $13K
Jones Financial Companies LLLP 0.00% New 375 $13K
UMB Bank, n.a. 0.00% Add +4.6% 361 $13K
Private Trust Co. NA 0.00% Reduce -24.3% 358 $13K
Twin Peaks Wealth Advisors, LLC 0.00% New 320 $12K
Global Retirement Partners, LLC 0.00% — 329 $12K
Federated Hermes, Inc. 0.00% Reduce -39.6% 316 $11K
Johnson Financial Group, Inc. 0.00% No change 268 $10K
Allworth Financial LP 0.00% Add +12.9% 253 $9K
TD Waterhouse Canada Inc. 0.00% No change 245 $9K
Brooklyn Investment Group 0.00% Reduce -3.6% 240 $9K
Huntington National Bank 0.00% No change 211 $8K
Private Wealth Management Group, LLC 0.00% Reduce -11.3% 203 $7K
FNY Investment Advisers, LLC 0.00% New 201 $7K
Rothschild Investment LLC 0.00% Add +16.7% 175 $6K
SouthState Bank Corp 0.00% No change 174 $6K
North Star Investment Management Corp. 0.00% Reduce -40.4% 162 $6K
Optiver Holding B.V. 0.00% Add +108.6% 146 $5K
Harbor Capital Advisors, Inc. 0.00% Add +2.1% 147 $5K
Ameritas Advisory Services, LLC 0.00% New 134 $5K
Prestige Wealth Management Group LLC 0.00% No change 130 $5K
Bare Financial Services, Inc 0.00% Add +225.0% 130 $5K
Larson Financial Group LLC 0.00% Reduce -50.2% 130 $5K
Parkside Financial Bank & Trust 0.00% Add +46.3% 117 $4K
Hemington Wealth Management 0.00% Add +39.1% 128 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.1% 101 $4K
Danske Bank A/S 0.00% No change 100 $4K
Blue Trust, Inc. 0.00% Reduce -75.1% 98 $3K
Country Trust Bank 0.00% No change 90 $3K
Clearstead Trust, LLC 0.00% New 65 $2K
JFS Wealth Advisors, LLC 0.00% Add +23.5% 63 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.1% 60 $2K
Geneos Wealth Management Inc. 0.00% No change 48 $2K
Fortitude Family Office, LLC 0.00% Add +83.3% 44 $2K
Harbour Investments, Inc. 0.00% No change 33 $1K
CVA Family Office, LLC 0.00% No change 24 $854
Bell Investment Advisors, Inc 0.00% No change 24 $854
WealthTrak Capital Management LLC 0.00% No change 15 $534
DiNuzzo Private Wealth, Inc. 0.00% Reduce -13.3% 13 $463
Bruce G. Allen Investments, LLC 0.00% Reduce -7.7% 12 $427
SJS Investment Consulting Inc. 0.00% Reduce -43.8% 9 $321
HFM Investment Advisors, LLC 0.00% Add +250.0% 7 $249
Abound Wealth Management 0.00% No change 6 $214
Rialto Wealth Management, LLC 0.00% New 4 $143
Parkworth Wealth Management, Inc. 0.00% Reduce -25.0% 3 $107
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 3 $106
True Wealth Design, LLC 0.00% New 2 $72
Hantz Financial Services, Inc. 0.00% Add +33.3% 4 $0

"% of holder's portfolio" is TDS's weight in each manager's 13F, not the share of Telephone and Data Systems the manager owns.